Podcast Episodes

Judd Arnold Pt.2: Offshore (TDW, VAL, RIG), Pagaya (PGY), and Unseasoned Stocks

Season 4 Episode 26

Hey Guys! This week we have Judd Arnold as a returning guest. Judd discusses why Tidewater is the best energy stock at the moment. He explores offsho…

2 years, 8 months ago

View Episode

[REPLAY] Shrubbery Capital Pt. 2: Process, Simplicity, & TikTok Investing

Season 4 Episode 25

Hey all! I am on vacation with my wife's family this week and do not have a new episode! Instead, I'm replaying one of my most popular podcasts, "Shr…

2 years, 9 months ago

View Episode

Mike Alkin: The Ultimate Uranium Crash Course

Season 4 Episode 24

Hey guys! I'm stoked to have Mike Alkin on the podcast this week. Mike runs Sachem Cove Capital, a private investment fund. Mike is known as the "Ura…

2 years, 9 months ago

View Episode

Thomas Bachrach: Natural Resource Partners (NRP), Coal Stocks, & LatAm Ideas

Season 4 Episode 23

I hope you guys enjoy this podcast with Thomas Bachrach, Principal at PFH Capital.

This is Thomas's third time on the show and I always learn somet…

2 years, 9 months ago

View Episode

Q1 2023 Investor Audibles: Alluvial Capital, Greenhaven Road, & 1 Main Capital

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:

Alluvial Capital Greenhaven Road …

2 years, 9 months ago

View Episode

James Davolos: Precious Metals Royalty & Streaming Deep Dive

Season 4 Episode 21

Hey guys! This episode, we have James Davolos, from Horizon Kinetics, as a returning guest, sharing valuable insights on various topics. James discus…

2 years, 10 months ago

View Episode

Calvin Froedge: An Unconventional Path To Common Sense Investing

Season 4 Episode 20

I'm stoked to share my conversation with Calvin Froedge. Calvin has one of the most unique investing backgrounds I've encountered in four years of th…

2 years, 10 months ago

View Episode

Otavio Costa: Precious Metals Deep Dive

Season 4 Episode 19

Hey Guys! This episode, we hear from Tavi Costa, portfolio manager at Crescat Capital, and get his insights into the precious metals industry. Tavi t…

2 years, 10 months ago

View Episode

Alex Verge: Building Journey Energy $JOY

Season 4 Episode 18

Hey guys! This episode features Alex Verge, CEO of Journey, who shares his insights and experiences in the energy industry. Alex explains his “buy an…

2 years, 10 months ago

View Episode

Jared Dillian: All Things Writing, Creative Process, and Craft

Season 4 Episode 17

Welcome to another episode of the Value Hive Podcast, folks! Today, we have a real treat for y'all as we've got Jared Dillian in the house. This guy'…

2 years, 10 months ago

View Episode